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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REGIER CARR & MONROE LLP1+ years Service code 10 · EIN 48-0573184 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,111 | $31,109-57.9% | $67,711-80.6% | $52,331-74.9% |
| Participation rate | 48.4% | 54.0%-5.6pp | 67.5%-19.1pp | 68.1%-19.7pp |
| Annual return | -0.42% | 23.70%-24.1pp | 25.41%-25.8pp | 4.54%-5.0pp |
| Employer contribution / active EE | $3,777 | $1,076+251.1% | $2,559+47.6% | $1,882+100.7% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $72 | $466-84.7% | $4,255-98.3% | $592-87.9% |